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Bank Transactions Report

The Bank Transactions Report under Reports provides administrators with a centralized view of all bank wallet transactions processed through PerksPe. It enables HR and finance teams to monitor debits, verify transaction status, audit payment history, apply advanced filters, and export transaction records for reconciliation and financial reporting.

1. Locating the Bank Transactions Report
1
SidebarNavigate to the left navigation panel in the PerksPe dashboard.
2
ReportsExpand the Reports section.
3
Bank TransactionsSelect Bank Transactions to open the transaction report.
2. Bank Transactions Interface

The Bank Transactions Report displays every bank transaction processed within PerksPe. Administrators can quickly review transaction details, monitor successful and failed payments, identify transaction types, and verify payment timestamps.

Table Columns Breakdown
  • # : Sequential number assigned to each transaction.
  • Checkbox: Select one or multiple transactions for bulk export.
  • Transaction: Displays the transaction title along with the employee who initiated or received the transaction. A category badge (such as Perk) is also shown.
  • Type: Indicates whether the transaction is a Debit or Credit.
  • Amount: Displays the transaction value.
  • Status: Shows the processing status (for example, Success, Pending, or Failed).
  • Transaction Date: Displays the exact date and time when the transaction was processed.
3. Actions & Filters

Use the controls located at the top-right of the report to search, refresh, filter, save filters, and export transaction data.

🔍

Filters

Filter transactions using available criteria such as transaction type, status, employee, category, or date range.

⭐

Saved Filters

Store frequently used filter combinations for quick access.

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Refresh

Reload the report to fetch the latest bank transaction records.

📥

Export

Download the currently displayed transaction data as a spreadsheet for auditing and reconciliation.

4. Exporting Selected Transactions

If only specific transactions are required, you can export the selected records instead of the entire report.

1
Select TransactionsUse the checkboxes beside the required transaction rows.
2
Export SelectedAfter selecting one or more rows, the Export Selected (N) button becomes available.
3
DownloadClick the button to download only the selected transaction records.
Best Practice

Use Saved Filters for frequently reviewed transaction reports such as monthly payroll disbursements, reward payouts, reimbursement transactions, or failed bank transfers. This helps finance teams quickly retrieve commonly used reports without recreating filter criteria every time.